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Darren Sharp

Darren Sharp

Articles by Darren Sharp

Partner Insight

In conversation with advisers: Going digital if your clients desire it

Partner Insight: Cathi Harrison, director of para-sols and Apricity and Clare Farrell managing director at Northfield Wealth met in London recently to discuss offering digital services to clients.

clock 04 October 2018 • 2 min read

Investment

In conversation with advisers: keeping fees transparent

Partner Insight: Cathi Harrison, director of para-sols and Apricity and Clare Farrell managing director at Northfield Wealth met in London recently to discuss the issue of fee transparency in relation to clients.

clock 02 October 2018 • 1 min read

Investment

In conversation with advisers: outsourcing to the specialists

Partner Insight: Cathi Harrison, owner and director of para-sols and Apricity and Clare Farrell managing director at Northfield Wealth met in London recently to discuss outsourcing to specialists.

clock 27 September 2018 • 1 min read

Investment

In conversation with advisers: staying on top of regulatory risk

Partner Insight: Cathi Harrison, director of para-sols and Apricity and Clare Farrell managing director at Northfield Wealth met in London recently to discuss how to stay on top of regulatory risk.

clock 25 September 2018 • 1 min read

Investment

In conversation with advisers: Tactics for decumulation

Partner Insight: Flora Maudsley-Barton, managing director of Parsonage Financial and Kerry Nelson, managing director of Nexus Financial met in London recently to discuss decumulation.

clock 18 September 2018 • 2 min read

Investment

In conversation with advisers: Meeting the FCA's 'suitability' requirements

Partner Insight: Flora Maudsley-Barton, managing director of Parsonage Financial and Kerry Nelson, managing director of Nexus Financial met in London recently to discuss the criteria laid out by the Financial Conduct Authority (FCA) with regards to the...

clock 13 September 2018 • 2 min read

Investment

In conversation with advisers: Risk profiling - how should risk be targeted?

Partner Insight: Flora Maudsley-Barton, managing director of Parsonage Financial and Kerry Nelson, managing director of Nexus Financial met in London recently to discuss how risk should be targeted.

clock 11 September 2018 • 1 min read

Investment

In conversation with advisers: What outsourcing tools do you use?

Partner Insight: Flora Maudsley-Barton, managing director of Parsonage Financial and Kerry Nelson, managing director of Nexus Financial met in London recently to discuss what tools are used for outsourcing.

clock 06 September 2018 • 1 min read

Investment

In conversation with advisers: Where should the initial focus be - costs and client planning?

Partner Insight: Flora Maudsley-Barton, managing director of Parsonage Financial and Kerry Nelson, managing director of Nexus Financial met in London recently to discuss the topic of costs and client planning.

clock 04 September 2018 • 1 min read

Partner Insight

In conversation with advisers: A changing landscape for advisers?

Partner Insight: Andy Bennett, director of Hartcliff Financial Planning and Serena Van der Meulen, director at Van der Meulen Associates met in London recently to discuss the topic: 'Adviser approaches to outsourcing.'

clock 09 July 2018 • 1 min read